Associate Director, Valuations - SLC Management

Sun Life•Wellesley, MA

12d•Hybrid

About The Position

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset . As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Associate Director, Valuations – SLC Management What is in it for you: Reporting to the Managing Director, Valuations, the successful candidate will be responsible for overseeing the daily securities valuations process with a focus on vendor provided fixed income and exchange traded prices. The ideal candidate is a motivated transformational change agent responsible for creating efficient and effective operational processes that support all downstream consumers of valuation data including external clients. Success in this role will require a high degree of collaboration, senior level communication, change management, commitment to establishing and overseeing daily processes and controls along with experience working with the various 3rd party valuation providers across all asset classes. The Associate Director, Valuations will build deep relationships across SLC and they will be a consensus builder that will influence and drive business outcomes with internal and external stakeholders.

Requirements

5+ years of experience performing securities valuations for financial reporting, transactions, or portfolio management
Business acumen and decision-making - Makes sound decisions and takes effective and timely action that fully reflects the business purpose implications and context of the work produced and/or managed. Makes and promotes sound decisions concerning matters with significant strategic or financial implications
Leadership Skills and Critical Thinking – Ability to assist with leading a team to meet the demands of a diverse constituent base and partners with other areas to resolve issues in an efficient and effective manner.
Technical Skills - experience with pivot tables and VLOOKUP, Aladdin/Blackrock, Bloomberg, Remote Plus and other tools a plus
Strong analytical and problem solving abilities
Excellent communication and documentation skills
Self-motivated and works under continual deadline pressure in high-paced environment.

Responsibilities

Take a lead role in developing a centralized valuations team along with managing at least 1 direct report
Perform independent valuations on securities ranging from basic to highly complex instruments such as structured products, and illiquid assets
Review third party vendor valuation output and work with external valuation experts as needed
Document valuation procedures, assumptions, and conclusions clearly and concisely for financial reporting and audit purposes
Analyze market data such as prices, yields, volatilities, and correlations to determine appropriate inputs into valuation models
Ensure an adequate control environment is maintained to identify price challenges, stale prices, missing prices, and to review day over day price changes proactively
Present valuation findings and recommendations to senior management
Stay abreast of changes in accounting standards and valuation best practices through ongoing education.
Mentor and provide technical guidance to junior analysts
Communicates to a wide variety of audiences at all organizational levels.
Develops creative client-centered solutions, multiple alternatives and approaches.
Addresses process breakdowns quickly, identifies the source of problem, and develops solutions that eliminate wasted effort and inefficiencies across teams.
Raises difficult issues to encourage discussion, contributes to solutions and incorporates lessons learned into future actions.
Assesses complex issues from multiple angles to get the complete picture.
Demonstrates ownership for outcomes and uses positive influence to achieve the right results.

Benefits

Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

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